Edgemoor Investment Advisors’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.69M	Buy	93,923 +3,332	+4%	+$263K	0.61%	43
2025 Q4	$6.57M	Buy	90,591 +2,452	+3%	+$186K	0.51%	44
2025 Q3	$6.7M	Buy	88,139 +2,781	+3%	+$198K	0.52%	42
2025 Q2	$5.88M	Buy	85,358 +4,297	+5%	+$289K	0.51%	47
2025 Q1	$5.59M	Buy	81,061 +2,986	+4%	+$195K	0.51%	46
2024 Q4	$4.81M	Buy	78,075 +11,893	+18%	+$735K	0.42%	50
2024 Q3	$4.1M	Buy	66,182 +6,156	+10%	+$358K	0.36%	55
2024 Q2	$3.18M	Sell	60,026 -1,450	-2%	-$77.1K	0.3%	59
2024 Q1	$3.28M	Buy	61,476 +2,600	+4%	+$133K	0.31%	60
2023 Q4	$3.07M	Sell	58,876 -1,357	-2%	-$68.3K	0.32%	62
2023 Q3	$3.05M	Hold	60,233	–	–	0.36%	59
2023 Q2	$3.52M	Sell	60,233 -50	-0.1%	-$3.02K	0.4%	56
2023 Q1	$3.68M	Sell	60,283 -350	-0.6%	-$21.3K	0.45%	50
2022 Q4	$3.82M	Sell	60,633 -1,280	-2%	-$76.9K	0.48%	48
2022 Q3	$3.68M	Hold	61,913	–	–	0.49%	49
2022 Q2	$4.04M	Sell	61,913 -751	-1%	-$50.9K	0.51%	52
2022 Q1	$4.28M	Hold	62,664	–	–	0.45%	54
2021 Q4	$4.3M	Sell	62,664 -150	-0.2%	-$9.75K	0.44%	54
2021 Q3	$3.91M	Sell	62,814 -5,358	-8%	-$351K	0.44%	53
2021 Q2	$4.12M	Hold	68,172	–	–	0.38%	53
2021 Q1	$4.06M	Hold	68,172	–	–	0.41%	53
2020 Q4	$3.78M	Sell	68,172 -244	-0.4%	-$13.4K	0.42%	51
2020 Q3	$3.48M	Hold	68,416	–	–	0.43%	50
2020 Q2	$4.06M	Sell	68,416 -1,340	-2%	-$79.4K	0.55%	48
2020 Q1	$3.84M	Sell	69,756 -1,241	-2%	-$81.5K	0.63%	45
2019 Q4	$4.62M	Sell	70,997 -2,060	-3%	-$131K	0.53%	57
2019 Q3	$4.86M	Sell	73,057 -2,660	-4%	-$168K	0.6%	55
2019 Q2	$4.55M	Sell	75,717 -1,300	-2%	-$76K	0.57%	53
2019 Q1	$4.47M	Hold	77,017	–	–	0.59%	54
2018 Q4	$4.37M	Sell	77,017 -1,280	-2%	-$73.9K	0.65%	46
2018 Q3	$4.3M	Buy	+78,297	New	+$4.43M	0.53%	57